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James G
CFP®, Series 66
Athens, GA
Northwest Asset Management
James Gillis IV is a CFP® with 22 years of experience in financial advising, currently practicing at Northwest Asset Management since 2020. Prior to this, he worked at Raymond James Financial Services Advisors, Inc. and Carson Advisory, Inc. from 2009 to 2020. Outside of his advisory role, Gillis serves on the boards of the Georgia Forestry Association and the Athens Homeless Property Corporation, and is president of Soperton Naval Stores, Inc., overseeing timberland operations. Northwest Asset Management serves nearly 3,000 clients, including individuals, pension plans, charities, and corporations, managing approximately $3.6 billion in assets. The firm employs a fiduciary, customized investment approach grounded in Modern Portfolio Theory, combining fundamental and technical analysis to build diversified portfolios and offering additional services such as retirement planning, tax preparation, and ERISA consulting.
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